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iShares US Real Estate ETF

463 hedge funds and large institutions have $3.02B invested in iShares US Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 135 increasing their positions, 160 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $619M | Put options by funds: $512M

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

2% less funds holding

Funds holding: 472463 (-9)

6.72% less ownership

Funds ownership: 109.04%102.32% (-6.7%)

16% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 160

35% less capital invested

Capital invested by funds: $4.67B → $3.02B (-$1.65B)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
463
Holders Change
-9
Holders Change %
-1.91%
% of All Funds
6.69%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
55
Increased
135
Reduced
160
Closed
56
Calls
$619M
Puts
$512M
Net Calls
+$107M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Alerus Financial
North Dakota
$1.8M +$1.76M +20,519 New
PFMU
127
Privium Fund Management (UK)
United Kingdom
$1.74M
Northern Trust
128
Northern Trust
Illinois
$1.7M -$12.3K -143 -0.7%
AAS
129
Avantax Advisory Services
Texas
$1.67M +$100K +1,169 +7%
JE
130
JMAC Enterprises
Pennsylvania
$1.64M +$431K +5,028 +37%
FWMM
131
Foundation Wealth Management (Missouri)
Missouri
$1.63M +$6K +70 +0.4%
EAM
132
Evanson Asset Management
California
$1.61M
CI
133
Cordant Inc
Oregon
$1.6M -$15.4K -179 -1%
PAG
134
Private Advisor Group
New Jersey
$1.58M -$2.15K -25 -0.1%
BA
135
Ballew Advisors
Mississippi
$1.56M -$29.7K -346 -2%
RK
136
Rather & Kittrell
Tennessee
$1.56M -$19.7K -230 -1%
GPW
137
Gray Private Wealth
Massachusetts
$1.53M +$32.3K +377 +2%
Lido Advisors
138
Lido Advisors
California
$1.49M +$538K +6,272 +59%
NFG
139
Nations Financial Group
Iowa
$1.48M +$136K +1,590 +10%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$1.46M +$67.3K +785 +5%
AP
141
Agilis Partners
Massachusetts
$1.4M
PA
142
Parkside Advisors
California
$1.36M +$20.6K +240 +2%
GRP
143
Global Retirement Partners
California
$1.35M +$151K +1,761 +13%
GC
144
Garde Capital
Washington
$1.32M -$195K -2,271 -13%
DS
145
DRW Securities
Illinois
$1.32M -$239K -2,786 -16%
BWA
146
BlueSky Wealth Advisors
North Carolina
$1.31M -$49.6K -578 -4%
TC
147
TAGStone Capital
North Carolina
$1.31M -$28.9K -337 -2%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$1.31M -$117K -1,363 -8%
MA
149
Mutual Advisors
Nebraska
$1.3M -$59K -688 -5%
IAN
150
Integrated Advisors Network
Texas
$1.3M -$10.6K -123 -0.8%

IYR Hedge Fund Activity: Q2 2024 in Review

463 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2024, worth a combined $3.02B — down 35% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IYR and 55 opened new positions — a net loss of 1 holder — while 160 trimmed existing stakes and 135 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $278M. The largest seller was Barclays, cutting an estimated $1.11B.

  • 463 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2024, down from 472 in Q1 2024.
  • Funds reported $3.02B of iShares US Real Estate ETF stock for Q2 2024, down 35% quarter-over-quarter.
  • 55 funds opened new iShares US Real Estate ETF positions in Q2 2024 and 56 closed out, a net change of -1 holder.
  • The largest iShares US Real Estate ETF buyer in Q2 2024 was BNP Paribas Financial Markets, an estimated $278M added.
  • The largest iShares US Real Estate ETF seller in Q2 2024 was Barclays, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2024.